Micala Patschke (CRD# 6809695) is an Investment Advisor Representative working at Main Street Financial Solutions, LLC in Newtown, PA and has 1 year of experience in the finance industry. Micala Patschke has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4125056
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5343110
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1209183
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Main Street Financial Solutions, LLC | The Woodlands, TX | Aug 2019 - Current | 4 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | The Woodlands, TX | Jan 2019 - Aug 2019 | < 1 |
| Texas A&m University | College Station, TX | Jan 2016 - Dec 2018 | 2 |
| Merrill Lynch | The Woodlands, TX | Jun 2018 - Aug 2018 | < 1 |
| Merrill Lynch | The Woodlands, TX | Jun 2017 - Aug 2017 | < 1 |
| Ruffalo Noel Levitz Call Center @ Tamu | College Station, TX | Jun 2016 - Sep 2016 | < 1 |
| Blinn College | Brenham, TX | Aug 2014 - May 2016 | 1 |
| Cy-ranch High School | Cypress, TX | Aug 2010 - Aug 2014 | 4 |
- TX
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Total Assets Under Management1,771MILLIONS
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Total Number of Accounts5,220ACCOUNTS
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Average Account Value$339,204
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, MA, MD, MI, NC, NH, NJ, NY, PA, RI, SC, TN, TX, VA, WA
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